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. betting against a company where the most important product it has is being taken out of service because of the danger to humans and the buyers of your product are furious at you, because are you costing them millions of dollars a day? how about if your wagering that a stock is going to get crushed and you wake up to find the biggest product recall in history, mandated by the most important safety agency on earth? would you bet against that stock is a short sell? you think stock would be down 5%, 10%, 20%, maybe cut in half? pretty realistic, right? how about if the stock is bowing and it actually rallied on the faa ban today? almost a dollar for heaven's sake. the faa news turns out to be a buying opportunity. what would you say if you were short this tire and it rallied 10% during the hideous separate of bad news about its jumbo dreamliner and the stock only couple points off the 52-week high? you know what you would say? you would throw up your hands and scream i give up. go buy the boeing back if it isn't going to fall in the horrendous parade of bad news, what the heck will bring th
, but then they panned it, got fired immediately after it, and in a weird ending of his tenure. i bet the momentum that pandett it gave the bank continues and the story is calming down. after it closed thursday we get results from capital one. you want a great growth opportunity? i bet capital one is one of the best we hear from. terrific credit card franchise augmented by the recent acquisition of banking assets from ing. i like this stock. then there's intel. what can intel do about the fact that personal computer saultz finished down 6% last year? a staggering decline. do nothing. the new ceo beckons and maybe something is missing. i don't think so, though. there's more to life than a good semi conductor company. my charitable trust prefers qualcomm. general electric reports on friday. this is a huge friday. i'm going to get fired up. get up at 2:30 really. used to the cnbc alarm clock. the bar has been set low by management at an analyst meeting last month. they said some things that were disappointing. i think that's terrific news from ge shareholders because it gives them a chance to beat ex
depot and frank blake, the management here has been taking share aggressively and i bet the post-sandy rebuild will be terrific for business. i see another fantastic year for the home despot. disney with remarkably resilient espn numbers. i think the stock can go up 10% from here easily. it's already started to recover, meaningfully from the so-called disappointing quarter. that fourth quarter rally in the financials gave new life to jpmorgan, american express, travelers the insurance company up 21%. i don't know if these can maintain that pace. i'm not as bullish. jpmorgan seems to fail at these prices. fail the stock, not the company. the company is doing fine. unless they are allowed to return to shareholders, my hope, i fear the company won't be able to repeat the performance. american express seems tapped out, prefer mastercard, visa and travellers is a fabulously run company. it's not one you expected expect to go up 21% over 21%. how about general electric? it advanced 17% despite downbeat chatter, analysts being too downbeat if you ask me. and an oil and gas kicker could
, yeah. i mean, it just coins money, this trade. so we're going to bet this is going to do it again. wednesday morning we get a major update from boeing. man, those guys must be just like wow, like they must be on all-nighters around the clock. i think if it weren't for the dreamliner problems we would have had the quarter to end all quarters and you would have had to have been buying it right into this quarter thought we could do for the charitable trust. and now they are going to have to quantify what i regard as the unquantifiable and i would steer clear particularly because the transportation board has said there are no quick or easy answers. every day they seem to give an interview to the press saying listen, that plane's not getting off the ground. hold off on buying. you really need aerospice that badly? you're jonesing for aerospace? united tengz. honeywell delivered one more fine quarter today. dave cody my next-door neighbor. that guy has money. anyway, wild one ahead from after the close. call koom rooney mcfadden, man. this is a company that is uniquely levered and link
, this trade. we're going to bet it's going to do it again. wednesday, we get a major update from boeing. those guys must be just like, wow. i think if it weren't for the dream liner problems, we get have been ahead. i would steer clear particularly because the transportation board said there no easy answers. that plane is not getting off the ground. you need aerospace that bad? go for united technologies. dave cody, my next door neighbor, that guy is money. after the close, qualcomm. qualcomm rooney mcfadden, man. this is a company that is uniquely levered and linked to and what we heard is you could argue that the smartphones from become saturated. now they're trading down, not even buying an expensive smartphone. it has to tell us because it's the semi conductor brain for so many of the next generation of smartphones. this is the most important call of the week. and it might be when you can start buying apple if it hasn't bottomed by then. not that i want you in it, but people do keep asking me. and please understand apple is going from growth stock to value stock and that's often an ugly jo
with more on the big bet. jon? >> reporter: maria, there's often a sell on the news effect with these events and also the reviewers, pretty universally positive on this device, but of all the reviewers i spoke to, i said would you dump your current phone for it? he said, i don't know. there's a question is this good enough? the u.s. launch comes in early march. that's a positive. it's not a thing where they are announcing it and maybe we'll get it in six months so that's good and alicia keys is joining rim as areat director. i spoke to torsten heinz in the last hour about what that means. he said she will be working on a project basis and will marshall troops behind her and bringing her message to the world. maybe that will help turn things around. more devices are coming this year. they will try to bring the bb-10 operating system to lower price points. maybe that expand the market a bit. smartphones are really growing and trying to grow in markets like north america which are largely saturated so those lower price points could be important for them. the big question though, will consumers
that much. boeing, when they reported, i bet you boeing up side, surprise. i found ge was good. i thought schlumberger was great. some companies not so great. it's a mixed picture. >> you mentioned boeing. interesting development in the investigation, the japanese reportedly focusing on the battery itself. and that supplier. u.s. regulators say the fire in boston, the battery didn't exceed its output standards, so maybe it's a wiring issue, maybe it is a circuit board issue. a wrinkle there. >> the investigations in japan and here taking different routes. all of which may add up to the dreamliner not coming back quite as soon as they'd hoped. >> someone screwed up. product liability. it's not so clear that the japanese company -- it's not that big. we look at the size of it. but people have insurance. and i think that boeing could be doing some collecting. >> yeah. finally, on the market, interesting article today in the journal again saying perhaps we're underestimating how much stock is being bought back. yes. that is still an underlying theme as we head further into this year, which is
say a better bet is cvs, which is charlie victor sam, ordered a terrific fek quarter by preannouncing. s that a safer bet. >>> new year, new ideas. what worked last year may not necessarily work this year. washington shennanigans continue. focus on far-oriented stocks. those are the ones that are coming back to life. be right back. >>> >> announcer: coming up, locking in profit? the housing market has been heating up. tonight, he spotted some household brands with takeover potential. find out if it's a housing play worth moving into. and later, mack daddy no more? 2012 was a tough year for ap people. will it turn around to regain its throne as the stoke to own? don't miss cramer's take. plus, win with wireless? there's a spat of new stocks on the street. and many more coming in 2013. from cutting edge next generation wi-fi to cruise lines. has your ship finally come in? or will there be a disconnect? cramer's breaking down what it takes for these stocks to tick up, just ahead. all coming up on "mad money." don't miss a second of "mad money." follow @jim krzcramer on twitter. p send ji
. i wouldn't bet against alcoa. no matter what i need you to give a listen. clause tells you how each market is doing. he's brilliant and tells it to you in a witty way. it's the drol east german sense of humor perhaps. on wednesday we'll take a break from earnings and listen to walgreens symbol wag. the drug star, the cohort has been significant of late. i'm waiting for the multi country initiative now that the tiff with express scripps is in the rear-view mirror. given the strength of global markets its go international strategy might be just right for investors. by the way, the stores, i would sleep in them if they let me. they're fabulous. i like the story. thursday, oh, boy. oh, man. claymation death match coming. herbalife telling you why they are dead wrong for shorting it. to be fair it has to put up great numbers for years now. the ceo might be the most combative and passionate of any executive. i bet he takes the offensive against the most motivated to destroy a company which is the campaign by short seller bill akman to derail herbalife. where do i come down on this dispute
capital one. i bet we get one of the best quarters from one of the financials. and i like this stock. then there is intel. what can intel do about the fact that the personal computer sales finished down 6%, a staggering decline? do nothing. new ceo beckons and maybe something missing. i don't think so, though. more to life than a good yielding slow growing company. and i prefer broadcom. and a huge friday. everybody will really tired. not me. i about tired up. i will get up at 2:30, use the cnbc alarm clock. bar set low by management and it aisle ails me last month. i think it's terrific news for shareholders it gives the company a chance to beat. i think ge could be a standout next week. my charitable trust, big position, general electric. johnson controls comes in on friday, and last time this company spoke, they delivered sharply better than expected numbers, you know what? i still think the company should break itself up to bring up immediate value. that stock would go up 10 first if they would announce that on friday. schlumbe,slb for you home gamers. what can i say about slob?
, they plummeted. aubrey bet the company on the idea that natural gas would not only become the natural power generated fuel it is becoming overtaking coal, but it would also become a major surface vehicle fuel, the latter which makes so much sense, simply didn't happen or take off in time to boost chesapeake. aubrey is saying he's retired, but other sources are saying he was forced out. a victim of the ways that have always been his hallmark. but just at the exact moment when he departs, rich kinder, the dean of t complex in the u.s. swoops up the partner in pipelines in order to get more exposure to the transfer of, you guessed it, natural gas and natural gas liquids from the eagleford shale among others, two refineries that can turn fuel into plastic. kinder's saying the revolution that aubrey bet his company on is now upon us. aubrey didn't get there in time. i believe that chesapeake's decision to remove the man who has discovered more nat gas and liquids than anyone else on earth will mark the bottom in pricing for oil natural gas. kinder morgan knows they will need that pipe from the
.m. >> i know, i know. >> will the market react? >> there's a better bet right now on the government working this out and the worst scenario not coming to pass. i will tim you, maria, reading a lot of interesting scenarios given the government cash flow, how you can keep the government oh. i think we don't default because we have the cash flow to pay interest on debt, but you can like close down the department of education and justice and make your social security payment and pay your vet rarngs not the military. >> unreal. >> different ways to work, $270 billion coming in and if you get rid of the deficit spending, we can service the debt and keep parts of the government open. >> right. >> but none of it is going to be pretty. >> if it's so easy to close down agencies, why do they exist? i'll leave you with that. thanks to both of you. placing his bet on a new tablet. fittingly they are doing it in business. the head of hewlett-packard's computer business will be with me from the electronics show and why this will be different than past attempts which did not work out for hewlett-pa
for competitors? i mean, how important is this given the fact that so many technology companies are betting on this enormous population in china and throughout asia? >> it would be a huge loss for apple. i mean, they are already seeing subscriber share for the iphone in china go down to companies like samsung and lenovo so this would be a pretty big loss. they would have to figure something else out in the country. >> yeah. david. can you address the issue of the margins? i mean, that seems to be the single most issue, most important issue affecting the way people feel about this company. margins are compressing. they are not growing nearly what they were before. if apple comes out with an iphone mini, that's only going to hurt margins even more as it tries to establish itself in emerging markets like china. >> well, that's right. i mean, apple had the best of both worlds. they could sell a premium products at ridiculously high margins and grow faster than anyone else. that is clearly being challenged, but as i say, the stock right now after this decline over the last couple of months refle
competition. find out which blue chip stock is the better bet for your portfolio coming up in just a moment here. >> plus, fireworks on capitol hill today. >> what difference at this point does it make? it is our job to figure out what happened and do everything we can to prevent it from ever happening again. >> yeah. hillary clinton slamming her fist on the desk repeatedly. what was that all about? stick around to find out. [ male announcer ] ok, here's the way the system works. let's say you pay your guy around 2% to manage your money. that's not much you think. except it's 2% every year. does that make a difference? search "cost of financial advisors" ouch. over time it really adds up. then go to e-trade and find out how much our advice costs. spoiler alert: it's low. really? yes, really. e-trade offers investment advice and guidance from dedicated, professional financial consultants. it's guidance on your terms, not ours. that's how our system works. e-trade. less for us. more for you. ♪ [ male announcer ] it was designed to escape the ordinary. it feels like it can escape gravity.
you think that these companies are going to prove brilliant exit prices? no. i bet that this is one of these moments where the world economies are going to be better. i say that because it is the same batehavior i've seen over d over and over again. they are days to buy, not sell. in order to get into this bull market, here is the bottom line, i think this market is simply taking a snooze after a big bull run. but wakes itself up perhaps with my clock and if history serves me right, they go higher not lower and it is turned out that their evaluations ended up being catalysts galore. bob in florida, bob >> it is fwrat to tais great to. south florida by way of teaneck, new jersey. i'm calling about krispy kreme donuts. i sold it and forgot about it and now it seems like they reinvented themselves. the stock is up 70% since mid november and still trading. even talk about take over. >> i believe there is a turn going on. it has been ages since i looked at it. the last time i looked at it i chipped my tooth. i will do more work on it and see where this one can stop. nobody does know. rob
of one venture capital firm made early and now profitable bets on those companies. we'll find out what he's looking at next. but first -- >> coming up, take a look at this. those dolphins know what's happening next. and they're rushing to make sure they don't miss it. six stocks in 60 seconds when "squawk on the street" returns. ♪ ♪ [ male announcer ] some day, your life will flash before your eyes. ♪ make it worth watching. ♪ the new 2013 lexus ls. an entirely new pursuit. humans. even when we cross our t's and dot our i's, we still run into problems. namely, other humans. at liberty mutual insurance, we understand. that's why our auto policies come with accident forgiveness if you qualify, where your rates won't go up due to your first accident, and new car replacement, where, if you total your new car, we give you the money for a new one. call... to talk to an insurance expert about everything else that comes standard with our base auto policy. and if you get into an accident and use one of our certified repair shops, your repairs are guaranteed for life. call... to switch, and
to create a good structured portfolio, then you can make your bets. but this is a whole conversation on how to invest. >> here's a question just about bets. you know, you're making the argument, and explaining the need to have a diversified portfolio. but most people have diversified portfolio follow the market. meaning, whatever the s&p 500 is ultimately you're going to be up or down, somewhere around there. you, and some of your peers consistently outperform the market. and you do that, i assume, by making bets. >> we break it into two parts. we have two basic portfolios. there is the strategic asset allocation mix. which we call all weather and that just hassing to to do with bets. it has to do with how to make all the assets the same risk parity. call risk parity. the problem is, when people try to diversify, and they own equities and equities has a volatility. >> right. >> that's large. or they own assets that do well when the economy does well and doly when the economy does badly they have a concentration of their risk in some assets. >> right. >> they need to have. they need to chang
%, or whatever you're willing to risk, high number of diversified extremely risky bets. >> why? >> we have medium risk portfolio but you did a lot better than someone who has a hundred percent of the portfolio at medium risk. >> in your portfolio. you say, you feel only comfortable -- and i respect that. i'm talking about the things that you actually own. >> yes. >> in your world, what are those highly risky bets? >> i mean, i put it in stocks. i don't want to say names of companies. i own stocks, i own diversified number of them, across things. i also own not well known stocks because you need to know a lot of these because they are the stocks of tomorrow. and also i'm trying to get into venture capital, although there is to much paperwork so i get a headache. >> one of the things that we used to talk about a lot was that you know, bet that would pay off gigantically. even though they were very unlikely to happen. are you still doing that? >> of course, option. my career was made -- i started in crash of '87. so i understand very well can you do well from randomness. but over all, my point isn't
. >> see you monday more the inauguration. >> you bet. >> now to another breaking news station. this one in algeria. things are still very fluid. the terrorists are still holding hostages 800 miles south of aljeers. they also want the blind sheik. he was tied to the world trade center attack in 1993. jackie deangelo has news for us at the desk. hi, jackie. >> the united states announcing it does not make deals with the terrorists with respect to the bloody three-day standoff in algeria. this after an islamist gunman proposing to swap terrorist for the sheik jailed in the u.s. for terrorism. algeria state tv is reporting that nearly 100 of the 132 foreign workers that were being held hostage have been freed but remember, the location of this gas facility in algeria is so remote it's been really difficult to get accurate information and accounts of what's actually happening on the ground. even if those numbers are correct, the fate of about 30 workers is still unclear at this point. meantime, while we've begun to see first images of freed hostages arriving a the a hospital in algeria for t
happened to my cell phone; i wonder what happened to my luggage; i bet my mom is mad at me; boy, am i hungry; boy, am i tired; cocaine.'" it wasn't like he couldn't remember cocaine anymore. it's just that cocaine went from being all he could think about to be just another thing on the list. >> the first prometa patients were treated in 2003. now 70 doctors offer prometa and about 2,500 addicts have had the therapy. we met some of them at dave smart's apartment. matt wild lost an eye in a meth lab explosion, but he didn't stop using until prometa. >> i just don't got no cravings. i mean, it's--personally for me, it's a wonder drug. i mean, i've been addicted to it for 30-some years. >> his wife melanie couldn't stop either. you went to prison three times. >> yeah. >> you got burned in a meth fire. >> yes. >> and none of that... >> i lost my children. my children were seven, six, and two. i couldn't even stay clean then, as much as i love my children. >> the state took her children. melanie says after she was burned in the fire, she left the hospital burn unit to go straight to her met
. >> i mean, they think so. they seem to be hedging their bets and saying it's not just about one smartphone, it's about a mobile computing system. take that for what it's worth. but, you know, they think that they have something viable and powerful. they're confident. everything they've said over the last few months and employees that i've talked to are confident that this is something new and that the market will respond. >> will, good to see you. thanks for joining us. all will be revealed later. will connors, reporter at the "wall street journal." i'm talking about in terms of the phone. >> 10:00 a.m. eastern, correct? five hours to go. countdown. >>> boeing's ongoing dreamliner woes threaten to overshadow its report later today for fourth quarter earnings. can it keep flying high? >>> welcome to "worldwide exchange." if you're just tuning in, i'm kelly evans. >> i'm ross westgate. here are your headlines. >> spain sees a bigger than expected drop in fourth quarter gdp as one of its most indebted regions asked for nine billion euros. >>> trades low after posting full-year earn
still think you will see a good jobs number tomorrow. i would say it is about 45% probability it is bet are than 185, closer to 200. we will see. but that's how you make money. >> joey. >> let's talk real quick about master card. i think an excellent quarter they reported. 52 week high. pulls back to 17. the way you play it, below 500, you get out. but 585, add more because it is going to 600. >> stephanie? >> adt. we like it. we've been buying it. it was a good quarter in earnings. revenues were a little bit light but i think that will improve as economy gradually improves. these guys have a share in home security business. reasonable valuation even though it had a nice move. >> man with a wall clock on his wrist. >> that's right. wall clock right there, baby. amn. february 31 calls short term trade but they are buying up these calls at about four times the open interest. i like the opening trade. >> let's get a quick look at the dow. last trading day of what's been a pretty good month, as you know, for stocks. there it is. dow under 13,900. making a march towards 14. hasn't been able
viewer, right? >> it's a little more complicated, but so much money has been lost betting interest rates, traditional methods of shorting bond futures, shorting rates, that it makes sense to look at small strategy ta gives you a lot of staying power. >> wa about converts or junk? >> yeah, high yield. >> interesting with interest rates going up, doesn't necessarily mean junk yields would go up. you would think if interest rates are going up, ultimately, it's been corroborate with a strong economy which tends to be a good environment for higher yield debt as the stronger economy would still translate to lower defaults and better credit in general. so i wouldn't say that betting on higher corporate yields, particularly higher junk or high yield rates is the best way to bet on interest rates. >> what could we look for for a total return for the next couple of years if we did everything right? >> on the upon side? >> yeah. >> you're still probably looking for total returns in the mid single digits, which would include a coupon that you're getting. >> you think equities could be okay, though?
's -- call it $59,$59, 52-wee high maybe this is a bet on the consumer. >> interesting chart of lower highs and lower lows. >>> the president and ceo of bank of america, brian moynihan joins us live after his company's stock saw a 60% gain in 2012. we are back in a couple of minutes. [ male announcer ] when it comes to the financial obstacles military families face, we understand. our financial advice is geared specifically to current and former military members and their families. [ laughs ] dad! dad! [ applause ] [ male announcer ] life brings obstacles. usaa brings retirement advice. call or visit us online. we're ready to help. learn more with our free usaa retirement guide. call 877-242-usaa. [ male announcer ] when we built the cadillac ats from the ground up to be the world's best sport sedan... ♪ ...people noticed. ♪ the all-new cadillac ats -- 2013 north american car of the year. ♪ for a limited time, take advantage of this exceptional offer on the all-new cadillac ats. [ male announcer ] how do you turn an entrepreneur's dream... ♪ into a scooter that talks to the
to increase his bet on the company. >> carl, do you want to bid for the company? go ahead and bid for the company. >> hey, you don't have to tell me what i'm free to do. >> all right. >> they just don't make moments like that on tv very often. a lot got said on friday and over the weekend about what an amazing moment that was. >> that's all people were talking about. tom and jerry's bar. who won? the game's not until this weekend. i said, no, not the game -- >> what did you tell them? >> i felt on the merits ackman won. but the real winner was wapner, because wapner kept his poise and kept it going, and kept trying to bring it back to what i want to know, which is carl's position in herbalife. and it's not clear. >> although he was able to very succinctly in this case outline the short squeeze rationale. and an argument we have discussed, out there in the herbalife camp is ackman being as responsible as a fiduciary here. taking such a large position when you've got the questions about a borrow and ability to sustain that, at what cost. and liquidity questions in terms of any redem
% cheap to the u.s. i think not only is china a great place, probably a safer bet than being in parts of the u.s. market and parts of europe. >> although i think it's a trade rather than an investment. >> i would hold the water on that. >> i think that we learned last week the dangers of being out of the u.s. market to some degree. we're with you. we're overweight emerging markets in here. and we see it. but i don't think we should underestimate the opportunities in the u.s. market at least by year end. >> maybe. but when you look at what's going on in washington, i mean, sure. you can call the back and forth nonsense and i agree with you. but the fact is something gets cut. so money stops going into certain areas. we are going to see only cuts as sort of an agreement around this debt ceiling. so does that impact certain sectors and earnings? >> maybe. but we're a wash in liquidity again. we're in that type of market. >> yes. >> i think the economy is going to end up being far stronger than people realize. that will take over and overtake the fiscal austerity. however we get there, i
guantanemo. and i am going to bet that there are some enhanced interrogation techniques going on in guantanemo. and i'm going to make a second bet, they are being made by who's, the cia. i don't have a problem with that, by the way. but that i think is going on. >> well, we're also not going to find out about what exactly happened guantanemo because another broken executive promise is -- >> you want increased terrorism in spice and guantanemo? i want opaqueness. i don't want to know what's going on. >> i want more killer robots in the skies raining down. >> the droneman. the drones can't get you to talk. keith boynkin, kathryn mangeward and jim pethakukus. >>> the dow up 53 points today. hot stocks. we're talking ford and facebook. they led the way. even with the mess in washington. i'm kind of still leaning bullish on this whole story. ♪ [ male announcer ] how do you turn an entrepreneur's dream... ♪ into a scooter that talks to the cloud? ♪ or turn 30-million artifacts... ♪ into a high-tech masterpiece? ♪ whatever your business challenge, dell has the technology an
and ends with yourself. >> we can use our imaginations. we can do the math. >> thanks, john. >> you bet. see you later. called me old-fashioned but i don't think it's appropriate in the people's house. >> let's hope harwood can rise above the d.c. rhetoric. >> of course he can, and as we head towards a debt ceiling showdown how do we reach a deal in this obvious hostile environment? >> let's get perspective from republican tom cole along with democratic congressman adam schiff. congressman cole, first to you. how can we expect a deal amid all this partisan bickering? >> well, i think if the president will lead, we'll put forward real spending cuts, real entitlement reform, we'll be able to handle this. so far he hasn't done that. talks a lot about a balanced approach. he got revenue last night. frankly i worked on that, and helped my friends achieve that, but now it's time for him to live up his end of the bargain and put serious spending cuts and serious entitlement remember forms on a table. if he does, he'll find willing partners in the republican conference. >> congressman schiff, t
ago sprint was speculation, you bought the stock and betting the company would be able to turn around its business, clean up the balance sheet, or best of all, a takeover bid. and if you made that bet, it paid off big time under hesse's leadership, they have pulled off a fabulous turn around. got the hands on apple's iphone. it improved the balance sheet. then in october, something incredible happened. the big japanese tech firm announced it would invest $20 billion to get a 70% stake in sprint with the company paying $7.30 in cash upfront for 55% of sprint's outstanding shares. the soft bank deal was the catalyst we've been waiting for. thanks to this transaction, sprint will become a well-capitalized company that can truly compete against the likes of at&t and verizon. however, the soft bank deal also means a major part of the thesis has played out, man. come on, ca-ching ca-ching for somebody. sprint already caught a bid, it's not going to get another one. in other words, the reason for the stock's epic rally in 2012 are not going to repeat themselves in 2013. plus the story has so
of time to get a lead candidate, but they may have multiple lead candidates. and betting on the right one to go through the process is critical. it's a really big responsibility we have. we take it seriously. we enjoy the work, it's quite complex. but the drug companies have really honed down their pipelines. and as i said a moment ago, use smaller biotech companies as their discovery engines. and i think that's one of the reasons we saw more drugs be approved by the fda in 2012 than the prior year because they're much more focused than they used to be. the indications are much harder, the mechanism of action of the diseases is much more complicated. they're really honing in on the drugs that have the best potential to get to market. >> i think you save the system a lot of money. at the same time you do have government business. the government is trying to figure out what they should cut back. there's a lot of shortsighted things that would be cut back if we just went over the usual cliff. are you concerned about the government side of your business because it seems washington's run amuck
over and over were real estate, wall street making a big bet on real estate. i like it, i think it's a good bet, and also the multi-nationals. like what's happening as far as the materials stocks go. look at that for a good entry point as i do think we go into a period of consolidation. >> those dividend payers are certainly breathing a sigh of relief given where the law ended up on that fiscal cliff deal. let me ask you, bill. small caps versus large caps. do you need the large caps to go up in order for the small caps that you own to follow suit, or do you think the small caps can do well regardless? >> i think small caps will do well regardless. i do think, you think about the big themes for 2013 that we expect to do well. talking about the industrials. hopefully tech getting better. these are areas where the big companies may be hard to get bigger but for the small companies they can do extremely well. one other point that was earningsed earlier about ipos. there is supply demand and balance here. as money comes back from bonds and other areas into the equity market, there isn'
lemon. its best days are behind it, no pun intended. >> i'm betting on yoga moms and not on hipsters. >> very good. thank you both. happy new year. see you later. >> speaking of yoga. >> michelle. >> every woman in my yoga class. >> i'm not a yoga mom or yoga gal but lulu lemon an 80%, 90% hit rate in yoga class. dow jones industrial average is higher right now by about 48 points. we've got about 29 minutes before the "closing bell," and the s&p is higher by 8.07, above the all-time high level, five-year high. we need to stay above 1465.77 to do it. we're right there, right now. with 29 minute to go before the closing bell. goldman sachs accelerating stock grants to top executives hours before this year's higher taxes kicked in. we're going to hear from somebody who says if you wonder why goldman has the corporate reputation of o.j. simpson, his phrase, it's because of stunts like this. plus, how is the tax deal that congress just reached this week impacting wall street? we'll hear from the chairman and ceo of furniture-maker ethan allen. that's next. tdd#: 1-800-345-2550 when i'm tr
and some areas of consumer discretionaries. there may not be as much pop off the bet there but looking at global credit markets as well, adding to that yield advantage that may be available there, but you'll have to pick better stocks and better bonds. >> kenny, what are you seeing? >> i'm seeing, maria, that we've hit the top. struggled with 1472. it is a high and feels bullish but in the short term we're going to hit some resistance here. i would suspect the market will back off. a couple of issues in front of us at the end of the month. i suspect if there's any sense at all that they are not going to compromise or negotiate you'll see the market come right back in. that being said i would use that, any weakness opportunity to jump right back in because i do think my sense is that the market wants to go higher this year, want to go higher this year. our economy is stabilizing. economies around the world are stabilizing so i think it's a good year. >> where are you seeing the conviction on the buy side? what sectors? >> i still think, you know, obviously financials in housing are basi
endeavo endeavors. their friends bet on them and then all the money goes to find cures for childhood cancer. a terrific event and hope everybody watching today, including the two of you, will compete in this event. >> bill will do it. >> michelle is great at decathlons. guys on wall street, like to bet? who knew that. >> appreciate is very much. texas instruments is out with her innings. bertha coombs with the numbers. >> we've got texas instruments reporting earnings of 36 cents a share. that's excluding restructuring charges, and that compares to a 34-cent on that apples-to-apples expects. its revenues topped expectations as well at $2.9 billion. much more than the expectation of 2.9 and higher than what the company has done. it's on its outside. consensus earnings for 34 cents a share in the first quarter and also in terms of the revenue, a little bit light as well. 2.69 billion to 2.91 billion. analysts looking for somewhere in the range of 2.76 billion to 3.2 billion or so. you can see shares there. a little bit of disappointment. this will be the fourth straight quarter, michel
elsewhere. >> i bet. >> you're losing money on those accounts, right? >> the reality it's grown so much because of the strong asset gathering, we've been doing the last two years over $40 billion. the reality is the percentage of client cash to total assets is actually still in the range of 15% to 20%. it hasn't moved. >> what's going to bring them back then? go back to that first question michelle was asking what. will get that $90 billion to be put to work again, do you think? >> i do believe that what we have right now is the economy is getting better. the equity markets have improved. standard & poor's 500 was up. the s&p 500 was up 13%, 14%, up 4% year to date. >> right. >> the economy is starting to show good signs. as long as we don't have it derailed in washington. >> i was just going to ask. >> i think things could get better. >> could washington still screw this up? >> absolutely. i don't think it takes much to have another debt ceiling debate and debacle would not be helpful here. i think there's so much minon the sidelines between the retail investor and the corporate americ
darts at a board. we don't throw darts on a board. we bet on sure things. this netflix is a house of cards. sell it. >> couldn't disagree more, mandy. >> you know what, if you're going to use the car analogy, if time warner is the cadillac what kind of car is netflix? >> i think it's the bugati. >> netflix is like a tes. [ laughter ] you don't know if that thing is going to run out of steam in three miles or 30 miles. sell that thing. >> rich, i think the biggest difference with time warner cable, all they can do is offer the consumer a better price on internet. no innovation. not dead in the water but a lackluster year for time warner as you see netflix red box and all these other content providers online take over the space. it's happening right. >> content is king and in the five years you don't know how you're going to get your content but you know who is going to create it. >> guys. got to put a time-out on that one. great debate. great debate. cadillac versus the tesla or the bugati depending on how you look at it. the dow is up about 61 points right now. heading 30 minute b
think with the changes in india and china in terms of oil consumption i'll put my bet with exxon on this one. >> okay. >> all right. very good. >> i don't own it. it is too big a company for us in intrepid capital but that is where i would bet. >> not exactly the small world. >> thank you, gentlemen. have a good weekend. appreciate your insight. thanks for joining us. >> thanks for having me. >> glad you found your way back. >> so the dow is ontrack for the best january since 1994. it has lost ground in only four sessions this month so far. >> indeed. we've got the weeks winners and losers. >> positive economic data and earnings fuel the nasdaq and the dow -- excuse me the dow and s&p 500 to new highs. let's talk about the individual movers. first proctor and gamble the big winner the profit beat street consensus thanks to higher cost and new products it added to its portfolio. in health care as a sector it was a better performing sector for the week. j & j topping the list. growing optimism around a potential sale or spinoff of the multi billion dollar diagnostics business has b
. we will leave it there. >> i'd rather bet on toothpaste. thank you, maria. >> what were you just saying? >> i said i'd rather bet on toothpaste than banking. >> all right. >> see you in 2019. >> we will certainly follow up. thanks, gentlemen. see you soon. we appreciate your time tonight. >>> watch out below. the wall street could derail on trouble spots beyond our borders. michelle cabrera coming back in the second half of the show. >>> and up next, a more immediate problem. >> we think these sequesters will happen because the democrats have opposed our efforts to replace those cuts are others and offered no alternatives. >> house budget committee chairman paul ryan warning big spending cuts will kick in with defense being hardest hit. stick around. but we can still help you see your big picture. with the fidelity guided portfolio summary, you choose which accounts to track and use fidelity's analytics to spot trends, gain insights, and figure out what you want to do next. all in one place. i'm meredith stoddard and i helped create the fidelity guided portfolio summary. it's one
it be sold as a pro-growth measure? >> you bet, you bet it can. just on the regular immigration reform that people think about. that's pro-growth, but what you mentioned, few people realize is part of this. on the high-tech side, we have american companies that are having a whale of a time finding enough americans to fill positions in the so-called stem fields. and this would deal with that issue and it would allow individuals who are educated in our universities receiving masters and ph.d.s to be able to stay here. and that's a good thing. too many research facilities are being set up by microsoft in canada or elsewhere rather than doing it here simply because they can't find workers. >> i call it brainiacs, the resolution, and i think it's very important. let me ask you about this, in terms of the house, and probably in terms of the senate too, what about the security? what kind of border security. we've made a lot of investments, what more will be in this bill? >> well, for the first time you have real triggers here. some people concerned about granting citizenship. and let me tell
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